See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,149 | $47,479+191.0% | $62,929+119.5% | $82,448+67.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 14.52% | 20.34%-5.8pp | 1063.93%-1049.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $4,014 | $1,885+112.9% | $2,505+60.3% | $2,551+57.4% |
| Participant deferral / active EE | $5,581 | $2,870+94.4% | $3,888+43.5% | $4,139+34.8% |
| Admin fee / account holder | $31,394 | $3,804+725.3% | $5,065+519.9% | $7,234+334.0% |